Follow-The-Filings

Featured 13F manager

SurgoCap Partners LP Mala Gaonkar

New York, NY 11 processed 13Fs on this site · 2023 Q4–2026 Q2

  • $3.1B
  • 13 Positions
  • 2026 Q2
  • +3.3% QoQ
  • Top 5 57.9%

Mala Gaonkar files SurgoCap Partners LP as a Form 13F. The latest book is 2026 Q2 at $3.1B, up 3.3% QoQ, led by Taiwan Semiconductor, Carpenter Technology, and Alphabet.

Portfolio

2026 Q2 · filed 8/13/2026 · 13 long · top 12 shown

top 5 57.9% · top 10 92.2%

AUM over time

2026 Q2 $3.1B +3.3% QoQ
2023 Q4 · $1.4B 2023 Q4 · $1.4B
Q4 2023
2024 Q1 · $1.9B · +30.1% QoQ 2024 Q1 · $1.9B · +30.1% QoQ
Q1 2024
2024 Q2 · $1.7B · −8.2% QoQ 2024 Q2 · $1.7B · −8.2% QoQ
Q2
2024 Q3 · $2B · +17.1% QoQ 2024 Q3 · $2B · +17.1% QoQ
Q3
2024 Q4 · $1.9B · −3.1% QoQ 2024 Q4 · $1.9B · −3.1% QoQ
Q4
2025 Q1 · $2B · +4.3% QoQ 2025 Q1 · $2B · +4.3% QoQ
Q1 2025
2025 Q2 · $2.6B · +30.8% QoQ 2025 Q2 · $2.6B · +30.8% QoQ
Q2
2025 Q3 · $3.6B · +35.8% QoQ 2025 Q3 · $3.6B · +35.8% QoQ
Q3
2025 Q4 · $3.6B · +0.4% QoQ 2025 Q4 · $3.6B · +0.4% QoQ
Q4
2026 Q1 · $3B · −17.1% QoQ 2026 Q1 · $3B · −17.1% QoQ
Q1 2026
2026 Q2 · $3.1B · +3.3% QoQ 2026 Q2 · $3.1B · +3.3% QoQ
Q2

Book

2024 Q2 2024 Q1 · filed 14 Aug · long equity

MCK - Mckesson 16.45% Reduce −2.9% 481,642 $584.04 $281M −14,261 +$15M
GEV - GE Vernova 12.37% New 1,233,334 $171.51 $212M +1,233,334 +$212M
LPLA - Lpl Finl 8.93% Add +4.8% 546,841 $279.30 $153M +24,910 +$15M
BX - Blackstone 7.48% Hold 1,032,660 $123.80 $128M
QCOM - Qualcomm 7.27% New 624,110 $199.18 $124M +624,110 +$124M
SNPS - Synopsys 6.88% Reduce −34.3% 197,602 $595.06 $118M −103,160 −$54M
GWRE - Guidewire Software 6.53% Reduce −2.6% 809,465 $137.89 $112M −21,829 +$15M
NVDA - Nvidia 6.20% Add +360.9% 857,606 $123.54 $106M +671,538 −$62M
CNM - Core & Main · CL A 5.94% New 2,075,233 $48.94 $102M +2,075,233 +$102M
AAPL - Apple 5.88% New 477,178 $210.62 $101M +477,178 +$101M
NU — · CL A 5.72% Add +11.1% 7,580,264 $12.89 $98M +760,371 +$16M
GEHC - GE HealthCare 5.24% Reduce −44.5% 1,150,453 $77.92 $90M −922,896 −$99M
MSFT - Microsoft 5.11% Reduce −24.7% 195,434 $446.95 $87M −64,119 −$22M

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
GE - GE Aerospace 9.33% Exit 0 $175.53 $174M −990,470 −$174M
HLT - Hilton 6.70% Exit 0 $213.31 $125M −585,046 −$125M
CRM - Salesforce 4.32% Exit 0 $301.18 $81M −267,397 −$81M
VRT - Vertiv · CL A 3.94% Exit 0 $81.67 $73M −898,268 −$73M
PTC - PTC Inc 2.94% Exit 0 $188.94 $55M −290,023 −$55M

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2024 Q1. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

11 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 13 $3.1B +3.3% 13F-HR 8/13/2026 000091957426005191
2026 Q1 14 $3B −17.1% 13F-HR 5/15/2026 000091957426003167
2025 Q4 17 $3.6B +0.4% 13F-HR 2/17/2026 000091957426001016
2025 Q3 16 $3.6B +35.8% 13F-HR 11/13/2025 000091957425006748
2025 Q2 13 $2.6B +30.8% 13F-HR 8/14/2025 000091957425004655
2025 Q1 12 $2B +4.3% 13F-HR 5/15/2025 000091957425003084
2024 Q4 12 $1.9B −3.1% 13F-HR 2/14/2025 000091957425001210
2024 Q3 12 $2B +17.1% 13F-HR 11/14/2024 000091957424006446
2024 Q2 13 $1.7B −8.2% 13F-HR 8/14/2024 000091957424004550
2024 Q1 14 $1.9B +30.1% 13F-HR 5/15/2024 000091957424003006
2023 Q4 15 $1.4B 13F-HR 2/14/2024 000091957424001147

About

SurgoCap Partners LP

11 processed 13Fs on this site · 2023 Q4–2026 Q2

Entity
SurgoCap Partners LP
Notable person
Mala Gaonkar
Location
New York, NY
All SEC filings
View on sec.gov